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Eagle Ridge Investment Management’s BP BP Stock Holding History

Eagle Ridge Investment Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,925
Closed -$208K – 124
2015
Q4 		$208K Buy
+7,925
New +$225K 0.05% 119

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eagle Ridge Investment Management's BP Position: Q1 2016 in Review

Eagle Ridge Investment Management sold out of BP (BP) in Q1 2016, closing a stake of 7,925 shares — an estimated $208K sold.

Eagle Ridge Investment Management first reported a position in BP in Q4 2015 and held it in 1 quarter. The position peaked at $208K in Q4 2015. 818 funds tracked by Wall St. Rank hold BP as of Q1 2016.

  • Eagle Ridge Investment Management reported no remaining BP position as of Q1 2016 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 7,925 BP shares in Q1 2016, an estimated $208K.
  • Eagle Ridge Investment Management first reported a position in BP in Q4 2015 and held it in 1 quarter.
  • Eagle Ridge Investment Management's BP position peaked at $208K in Q4 2015.
  • 818 funds tracked by Wall St. Rank held BP as of Q1 2016.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2016, filed 21 Apr 2016.